Insurance Agent Fact-find Training! How To Do A Great Insurance Fact-Find!
Ask The Right Insurance Fact-finding Questions!
Dear Fellow Advisors, Do you want to help your clients to live debt-free and truly wealthy? Do you want to take your insurance sales to the next level? Then learn how to ask the right questions – to do a great insurance fact-find. So that you can help people to see where they stand financially. This is the best fact-finding, questioning, and tips training for insurance agents and advisors!
You must get the training to ask the right insurance agent fact-finding questions to help people review their goals and what the future might hold for them. While you consider their experience and attitudes. Then you need to ask the right insurance agent fact-finding questions to help people identify what money is available. An insurance agent fact-finding is how you gather the information that you need… So that you can help people plan now and for the future.
A great insurance fact-find asking the right questions will give you a valuable snapshot of their money situation. As well as what they have planned for their future. So that you will know their Big Picture!
You will want to ask the right insurance agent fact-finding questions to review what they have. So you will gain knowledge of their current finances and goals. While you ask the right insurance agent fact-finding questions about their plans for now and in the future.
Insurance Agent Fact-Find Training To Ask The Right Questions…
Ask insurance fact-finding questions like the ones below to get a quick view of their current finances, insurance, and future goals…
Have you thought about when you would like to retire?
If you were to retire today, how much income would you want?
Would that allow you to do everything you want when you retire?
What do you want to do when you retire?
What do you think inflation will average over the next ____ years?
Do you think social security will be there when you retire?
How much money have you saved for your retirement?
Are you planning on your children going to college?
Are you planning to pay for their college?
If you got hurt tomorrow and your family lost your income… what would happen to them?
What would they have to do?
Important Agent Training Tips For A Great Insurance Fact-Find…
Insurance Agents Fact-Find Training Tip… To make it a great insurance fact-find… you need to listen to them! And then ask more insurance fact=find questions to get them to tell more about what they want!
Insurance Agent Fact-Find Training Tip… Do not tell them they have a problem! Ask the right insurance fact-finding questions to get them to tell you they have a problem!
Insurance Agent Fact-Find Training Tip… Do not talk about your products until you get them to see and understand what they need and WANT! Most agents lose sales because they jump in too soon with the solution.
Insurance Agent Fact-Find Training Tip… Do not try to solve all their problems the first time you meet them. Because if you try to do too much, they may see you as a salesperson and not someone who wants to help them! Find out what is most important to them, and then take care of that problem first!
Insurance Agent Fact-Find Training Tip… Do not try to close a sale on the first visit. Because you will end up with a small insurance sale! Take all of the info that they give you… back to your office. So that you can come up with a solution and sales presentation tailored just for them!
Insurance Agent Fact-Find Training Tip… Help them find the money so that they will not be spending more of their money. This will make it much easier for you to close the insurance sale.
Insurance Agent Fact-Find Training And Questioning Summary
Get the best insurance agent questioning and fact-finding training. So you ask the right questions to do great fact-finding is the key to your success in insurance sales. Fact-find training (asking the right agent questions) is the difference between you earning $30,000 to $50,000 per year – and earning $100,000, $250,000, or more per year in insurance sales!
“You have truly blessed my life, Jeremy! Tell your Dad (Lew Nason) you punched another ticket for an agent to go ‘Top of the Table.’ They must number in the hundreds or more by now. I will be in Dallas, Georgia in the future to show my appreciation! See you at the top buddy! Thank you, you guys are first class all the way, Jeremy!” John M.
There is more to your success selling life insurance than having great leads or doing a great fact-find! Do you want to succeed? Then you must send a monthly newsletter to everyone you know. So they will remember to call you when they need help… like right now! And you should offer everyone your FREE information booklet to help people see you as the expert. So that they will see and understand how you can help them!
Don’t Have Much Money… But Want The Best Insurance Agent Fact-find Training To Ask Insurance Questions?
Here is another way for you to increase your sales. (and you will only spend about a dollar a day) Over the past few months, we have had hundreds of our members each week watching our past recorded agent training webinars. They are FREE to the members of our Insurance Marketing and Sales Resource Center. It is one of the best ways to stay positive and learn how you can help people.
This is a great time to be in this business because people need and want help now. So you need to get the insurance agent training to do great insurance questioning and fact-finding to help people get through this difficult time!
What These Top Advisors Say About Their Success With Our Insurance Agent Fact-finding Training And Video Programs To Close 9 Out of 10 Insurance Sales!
“Lew, I recently purchased your Advanced Fact-Finding Video… I have been on two interviews so far and used the methods you described. It was surprising how the folks opened up. Not only were their defenses totally down, but they actually stated that they liked the low-pressure approach and questioning process to find out what their needs/concerns were… before they were asked to buy anything. In both cases, the customer actually told me what they were going to buy! By the way, I am going to recommend that you contact Allstate’s Financial Specialist Manager, so you can help them with their sales efforts. They have spent a ton of money on similar programs, but in my humble opinion, what you offer is much better. Feel free to drop my name.” Robert Dupuis, Allstate Agency Owner, TX
“Your (insurance sales skills) training has affected the way I sell health insurance. After listening to your training, I went from doing a one-call close on health insurance to doing a fact-finder first. I now start off every new call by saying, “I know we’re here to talk about health insurance, but is there anything, in particular, you wanted to talk about?” I then ask them questions like, “What’s got you in the market for health insurance right now? What do you want your health insurance to do for you? Why is that important?” Etc. I’m finding that closing is 5 times easier than it was before I was doing a fact-finder – not because I’m selling anything different than before. It’s because the clients feel like they’ve been heard and somebody cared.” Joe Mardesich – UT (30+ Years In Financial Services)
How To Get The Best Insurance Agent Fact-Find And Questions Training!
Whatever the reason is for you not making the sales income you want selling life insurance! We will help you to fix it! So where do you want to go from here? Will you be our next agent success story? Call us now so we can help you decide which of our training and coaching programs is the right one for you to increase your sales and income selling insurance! 877-297-4608
Unlock the #1 Critical Key to Insurance Sales Success
Are you struggling with prospecting, setting appointments, and closing insurance and annuity sales?
The root cause could be your approach to questioning and listening skills.
In this eye-opening ebook, you'll discover why becoming a great questioner and listener is the number one critical key to your overall success in the insurance industry. It's one of the easiest and quickest ways to dramatically increase your appointments, sales, average sale size, and income!
Download your copy of 'How To Close 9 Out Of 10 Sales'
How To Close ‘9 Out Of 10’™ Insurance Sales!
When Will You Get The Only 90-day Insurance Agent Training, Coaching, And Sales Support Program – To Set More Appointments, Do a Great Fact-Find, And Close More Life Insurance And Annuity Sales Like The Legends?
When will you learn the best consultative selling, insurance sales skills, probing questions, and fact-finding training, with the tools, coaching, and back-end sales support you need to help middle-income families? So you can help families find the money to spend, save, invest, insure, and plan wisely for the future. So they can “Live Debt Free And Truly Wealthy?”
Check out our How To Close ‘9 Out Of 10’™ Insurance Sales Tool Kit! Because you will get 90 days of personal insurance agent sales training, coaching, and mentoring… with back-office sales support! All from a team that has been training agents and advisors for over 40 years on how to set the best sales appointments… do a great insurance fact-find… to close 9 out of 10 life insurance and annuity sales! It is the best insurance agent fact-finding and sales training… To guarantee you will earn $250K or more per year selling life insurance and annuities!
First, we will show you what to say and probing fact-finding questions to ask your prospects… So you will set your best sales appointments.
Then we will show you how to help families identify and want to solve their problems.
We will also show you how you can help families to find the money! So that they can take action right now!
Then we will show you the best ways to present your solutions to your families. So you will close more and larger life insurance and annuity sales in the next 30 days – to be a success closing 9 out of 10 sales like the Legends!
When will you get the best insurance agent fact-finding training, questions, and support that you need to help families? So that they will have the money they need to save for a secure future! So, you will double and triple your sales in as little as 30 days? It is the best insurance agent and financial advisor fact-finding training and questioning to earn $250K or more per year as a Trusted Advisor!
Includes… 90 Days of Personal Insurance Agent fact-finding, Success Training, Coaching, and Back-Office Sales Support Worth $2,097,
Also Membership to Our IPS Private Site at $39.95 per month after the first month!
Determine Your Success Selling Insurance!
Let’s keep this simple. Most agents (90%) struggle to earn a decent net income after expenses. They take the easy way and follow what the herd does – buying insurance leads, buying the next hot sales system, software, etc. They are spending thousands of dollars each year.
However, the top 10% of successful agents do not buy leads, do not buy the next hot sales system, software, etc. Instead, they invest in the training and coaching they need to take charge and grow their insurance agency. They invest in the training, coaching, and support they need to help people and make a difference. Accordingly, they stand out from the crowd. They are seen as experts and draw prospects to their insurance agency.
Consider… The top agents and advisors we train and coach earn over a million dollars annually selling life insurance, annuities, investments, and their services. While thousands of agents and advisors who earned $30,000 – $50,000 per year, within a year now earn $100,000 – $200,000! And their income keeps growing as they become the Trusted Advisor people want to see! Why! Because when you learn how to help prospects find the money to get all the life insurance they need, the average case is $3,000 – $7,000 in commissions!
IPS Mini-University In Insurance Marketing And Sales
*** What Is The Most Affordable Way… To Learn How To Do A Great Insurance Fact-Find! ***
Insurance Marketing and Sales Resource Center™
Only $39.95 per month for the life of your membership – immediate online access!
Become an IPS Member today to check out the most affordable and effective insurance agent – marketing ideas and sales training – with live coaching!
In December 1999, we created the Insurance Marketing and Sales Resource Center because of the serious lack of marketing and sales training for financial professionals. There is a 95% FAILURE rate of new agents entering financial sales and most agents who survive struggle to make a mediocre income. It is because most agents are being taught to sell products – instead of learning how to help middle-income families find the money to get out of debt and save for their future. Our goal is to provide an affordable way for agents to get all the training they need to guarantee they will succeed and earn a superior income by helping middle-income families find the money to save for retirement to “Live Debt-Free And Truly Wealthy”!
Over the past 20-plus years, our family has helped thousands of agents and advisors increase their sales in a few weeks to earn $3,000 – $7,000 per week, $150,000, and more annually! By becoming members of our Insurance Marketing and Sales Resource Center. It is only $39.95 per month and you can cancel anytime. Check it out, because it has detailed insurance marketing strategies to attract the best prospects in your area, with many hours of agent video training. It also has in-depth appointment setting and insurance sales training, with even more agent video training… including the sales appointment scripts, fact-finding questions, and more. We also have live weekly insurance agent training webinars.
We are always here to help and guide you every step of the way to find your best prospects, and set appointments to succeed in selling more life insurance and annuities!
Here Is What Our Members And Experts Say About Our Affordable Insurance Agent Training!
“After just reading the first page of Insurance Pro Shop Marketing 101. I learned that I need a new business card, a new tag line and new phone line. That’s just from page 1. Then I asked Jeremy about Final Expense and he said stay away from it. He gave me the reasons why. He also told me never buy a lead. I learned more from him in 3 short 2 minute questions that I learned in the last six years. He has a very calming personality and helps you in any way he can.
I am blessed to have come upon Insurance Pro Shop. Jeremy is a delight and never gets irritated in the slightest and always calls you back. I am very fortunate to have met him at this junction in my life and career. Thank you for giving me the direction and patience I need now.” Neal Merems – CA (34 years in the business)
“Thanks Jeremy! I spent a good three hours reading the material under the membership mini-university (Insurance Marketing and Sales Resource Center) last night and I must say that I learned more last night then I have since entering the business nearly 3 years ago! I think your program will tremendously help my father and I in our business! Thanks,” Bryan Grissum – MO (5 years in the business)
“Just wanted to drop you a quick note about your webinars. Your webinar content has been FANTASTIC! You help to “cut through” to the heart of what’s most important, in order to do an accurate and great job for the client. Sure, you often run past the 1 hour mark, but it’s always been valuable content. IPS always delivers! Everyone who is a student of the life and annuity insurance business needs to hire you to be their teachers for insurance and financial planning. You keep doing what you’re doing. You’re filling a vital need in the insurance training industry. We’re all lucky to have you and your family serving the industry the way you do.” David H. Kinder, ChFC® – CA (11 years in the business)
“Will, thank you so much for adding the Trusted Advisor videos to the Private Member site. (Insurance Marketing and Sales Resource Center) I have watched the videos several times so far. Please continue to add great videos like those to the Private Member site. Best, Ric” Ric Komarek, RFC® – CA (7 years in the business)
Insurance Marketing and Sales Resource Center™
Only $39.95 per month for the life of your membership – immediate online access!
What Are You Waiting For – Get Our Affordable Online Live Weekly Group Training And Coaching Webinars For Insurance Agents and Financial Advisors!
Are you a seasoned financial advisor, a new insurance agent, or a P&C agent? You need training and coaching to learn these critical and fundamental insurance marketing, exclusive leads, and sales strategies right now! They are not an option if you want to be a Trusted Advisor and be ultra-successful in insurance sales.
This training is how you will learn to send a “special marketing message” about how you help middle-income families Find The Money for a secure financial future! Following our program you will easily attract exclusive insurance leads/prospects in your community! NO more leads to buy! No more traveling all over your county and state. Save time and thousands of dollars each year!
Then learn how to ask the right questions to set appointments with almost everyone you call. You will set more and your best insurance sales appointments! Because they are better quality, you will also need fewer insurance sales appointments, and they will all be in your local area! Save time and thousands of dollars each year!
Then learn how to help middle-income families Find The Money to close more and larger sales! The average insurance commission per sale when you help middle-income families Find The Money is $3,000 to $7,000 in commissions.
This is just the start of the life insurance marketing and sales agent training, courses, tools, strategies, and videos you will also get… When you decide to be an elite member of our IPS private life insurance marketing strategies and sales training website.
INCLUDES… 4 Live Hour Long Weekly Insurance Agent Coaching Webinars each month – Live Group Coaching – Case Design Classes – with Insurance Marketing, Prospecting, And Sales Training Tips and Strategies! You will have immediate access to all of our Past Live Insurance Agent Coaching Webinars!
There are many benefits to insurance agent sales training, coaching, and support! 80% of insurance agents who receive insurance marketing training, coaching, and sales support report increased self-confidence. The more confident you are in your ability to help middle-income families, then the more people will want your help.
Finding The Best Life Insurance Leads, Setting Insurance Appointments, And Closing More and Larger Sales Is Easy… When You Get The Best Agent Training And Live Agent Coaching From A Family Who Have Been Training Agents And Advisors For Over 40 Years!
Become An IPS Member today to check out our agent marketing and sales training life insurance programs! Find the best leads and sales appointments to help middle-income families!
30-Day ‘Risk-Free’ Trial, 100% Money Back Guarantee!
Note: We have agents from around the world who are members of our affordable, IPS Exclusive Members-Only Website… And use our life insurance and annuity marketing systems, sales systems, tools kit, and personal agent and advisor training program – Canada, the United Kingdom, Indonesia, India, and the Philippines!
When Will Take Control Of Your Life – To Succeed In Selling Insurance!
Stop putting it off! When you can get the insurance marketing systems, sales training, and agent support you need to attract the best insurance prospects to succeed in insurance sales!
IPS Personalized Client Newsletters– Free Personalization
Do you want a stream of your ideal insurance clients and exclusive leads? Do you want to make it easier for you to set appointments and close sales? Then make sure that your name and special insurance marketing message about how you help middle-income families is out there! So you are always in front of your ideal prospects.
Your client newsletter is a critical insurance marketing and prospecting strategy for staying in touch with prospects, friends, family, and clients. It is also a key life insurance marketing and prospecting strategy for more repeat sales and referrals (exclusive leads) from your current clients. So it is a huge key marketing and prospecting strategy to being a successful life insurance agent!
Remember, ‘Out Of Sight, Out Of Mind’ is a deadly mistake for advisors. Why would your clients, friends, family, neighbors, or prospects call you when they need your help? Or when they are ready to buy. Since they never hear from you, don’t remember you, or don’t know how you are helping middle-income families? And, then why would they refer people to you?
Are You Asking Your Clients Enough Insurance Sales Questions? Only $39.95
By Lewis Nason And Jeremy Nason
One of the recurring topics we write about each week… and talk about daily is asking your insurance clients the right sales questions. And then ask your insurance clients enough sales questions! That is because asking your clients questions is one of, if not the biggest key to your success in insurance sales. Accordingly, agents have asked us for a complete list of probing sales questions to use with their insurance clients! As a result, we have compiled a list of all of our favorite insurance sales questions. And we put them all into our limited edition e-book… Are You Asking Enough Insurance Sales Questions? In this 24-page guide, you will find our goldmine of sales questions you should ask your insurance clients to set appointments and close sales. More Details! Immediate Download… Order Now!
A huge agent success key to attracting high-quality sales leads/prospects, setting better appointments, closing sales, and increasing your income selling life insurance is and always will be asking enough questions!
“The key to a life insurance sale is an interview, and the key to an interview is a disturbing question.”
When Will You Read Our Full-Length Book? So You Will Learn How To Help Middle-Income Families?
Middle American Family’s Guide To – Living Debt-Free And Truly Wealthy!
By Lew Nason, LUTCF, CTA, RFC Retired, And Jeremy Nason RFC, CTA
We urge you to take the time to read our 20-chapter book… Middle American Family Guide To Living Debt-Free And Truly Wealthy! Because we give you complete strategies… To help middle-income families find the money to spend, save, invest, insure, and plan wisely for a secure future! So you can help them “Live Debt-free and Truly Wealthy”! As a result, you will understand our philosophies and techniques by the end of the book. Finally, you will know how you can make a real difference… Helping your family, friends, clients, and neighbors to get rid of their debt. So they can save for retirement. So that they will have a secure financial future! Book Outline – Get A Digital Copy of Our 20 Chapter Book! Only $18.97, Immediate Download, ORDER Now!
Important Question… Are you in this insurance business to make sales? Or are you interested in helping families? Who do you think insurance prospects want to see? Do they want to meet with an insurance salesperson – or a Trusted Advisor who does their best to help them? When will you decide to make a real difference in people’s lives? The more personal insurance agent training, coaching, and sales support you get to learn how to successfully help families find the money… for a secure financial future. Then the more you will learn how to help yourself and your family! Nothing will change until you decide to take action to make it change!
It Is Up To You To Get The Best Fact-Find And Questioning Training For Insurance Agents To Make It Change!
Critical Secret Of How To Conduct A True Problem-Solving Insurance Fact-Find!
Today… Add $5,000 A Month To Your Income… For Less Than A Dollar Per Day!
A Huge Key To Your Success In Insurance Sales!
